ADI Analytics supported a competitive assessment of a hydrogen technology company by identifying key players, validating strategic hypotheses, and conducting primary research across the hydrogen and electrolysis landscape.
The client
A diversified holding company evaluating the competitive positioning of one of its portfolio companies in hydrogen generation and electrolysis.
The situation
The client wanted to understand how the portfolio company’s technology and market position compared to peers and whether it held a sustainable competitive advantage.
ADI’s contributions
Competitor and technology scan
Identified key technologies and companies competing with the portfolio company in hydrogen generation and electrolysis.
Hypothesis development and validation
Defined strategic hypotheses and conducted expert interviews to validate perspectives across the value chain.
Competitive positioning analysis
Assessed the portfolio company’s positioning relative to peers at both the company and technology levels.
Advantage and driver assessment
Identified cost and technology-based advantages, as well as broader competitive drivers shaping the market.
Strategic recommendations
Delivered targeted recommendations based on first- and second-round primary research findings.
Key outcomes
- ADI’s work enabled the client to refine its investment thesis and clarify the competitive edge of the portfolio company.
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